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Lakeland Financial Corp
LKFN

Overview Fund Activity

145 hedge funds and large institutions have $1.02B invested in Lakeland Financial Corp in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+6
Holders Change %
+4.32%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
46
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Silvercrest Asset Management
New York
$65.2M
2
NPIC
Neumeier Poma Investment Counsel
California
$23.5M
3
MPAM
Monarch Partners Asset Management
Massachusetts
$4.4M
4
BlackRock
BlackRock
New York
$98.5M
5
Victory Capital Management
Victory Capital Management
Texas
$70.9M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$61.9M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$584K
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$40.2M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$11.6M
5
BTW
Boston Trust Walden
Massachusetts
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$7.15M -$2.95M -55,000 -29%
RHCA
27
Rosenthal Henry Capital Advisors
Indiana
$4.83M -$530K -9,900 -10%
Wells Fargo
28
Wells Fargo
California
$4.6M -$503K -9,388 -10%
ZCM
29
Ziegler Capital Management
Illinois
$4.41M -$3.05M -56,909 -41%
MPAM
30
Monarch Partners Asset Management
Massachusetts
$4.4M +$4.4M +82,113 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$4.29M -$42.8K -799 -1%
WC
32
Walthausen & Co
New York
$3.96M -$1.02M -18,950 -20%
FF
33
FourThought Financial
Florida
$3.82M +$3.82M +71,280 New
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$3.34M +$597K +11,137 +22%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$3.15M +$1.83M +34,084 +138%
Swiss National Bank
36
Swiss National Bank
Switzerland
$3.12M – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$3.11M -$847K -15,814 -21%
KCM
38
Kennedy Capital Management
Missouri
$3.1M -$1.45M -27,013 -32%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.04M +$62.2K +1,161 +2%
WCM
40
Wedge Capital Management
North Carolina
$2.96M -$539K -10,051 -15%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$2.94M -$56.7K -1,059 -2%
1SB
42
1ST Source Bank
Indiana
$2.92M -$1.71M -32,000 -37%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.88M +$59.9K +1,118 +2%
Citadel Advisors
44
Citadel Advisors
Florida
$2.81M +$2.25M +42,004 +402%
Morgan Stanley
45
Morgan Stanley
New York
$2.64M +$1.8M +33,554 +213%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$2.56M +$804K +15,000 +46%
Bank of America
47
Bank of America
North Carolina
$2.47M +$185K +3,453 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
48
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.33M -$996K -18,600 -30%
State Board of Administration of Florida Retirement System
49
State Board of Administration of Florida Retirement System
Florida
$2.07M +$797K +14,875 +63%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.01M – – –
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